Beacon Financial Advisory LLC Technology Sector Spdr Transaction History

Beacon Financial Advisory LLC

  • $193 Million
  • Q1 2024

A detailed history of Beacon Financial Advisory LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 4,086 shares of XLK stock, worth $872,647. This represents 0.44% of its overall portfolio holdings.

Number of Shares
4,086
Previous 4,128 1.02%
Holding current value
$872,647
Previous $794,000 7.05%
% of portfolio
0.44%
Previous 0.39%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$184.12 - $211.02 $7,733 - $8,862
-42 Reduced 1.02%
4,086 $850,000
Q4 2023

Jan 23, 2024
BUY
$160.19 - $193.07 $21,145 - $25,485
132 Added 3.3%
4,128 $794,000
Q3 2023

Oct 25, 2023
BUY
$161.97 - $180.26 $485 - $540
3 Added 0.08%
3,996 $655,000
Q2 2023

Jul 17, 2023
SELL
$143.97 - $174.63 $4,751 - $5,762
-33 Reduced 0.82%
3,993 $694,000
Q1 2023

Apr 18, 2023
BUY
$121.18 - $151.01 $363 - $453
3 Added 0.07%
4,026 $607,000
Q4 2022

Jan 20, 2023
SELL
$119.89 - $136.15 $27,454 - $31,178
-229 Reduced 5.39%
4,023 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-241 Reduced 5.36%
4,252 $505,000
Q2 2022

Jul 25, 2022
SELL
N/A
-877 Reduced 16.33%
4,493 $571,000
Q1 2022

Apr 27, 2022
BUY
N/A
2 Added 0.04%
5,370 $853,000
Q4 2021

Jan 21, 2022
BUY
N/A
18 Added 0.34%
5,368 $933,000
Q3 2021

Nov 15, 2021
SELL
N/A
-673 Reduced 11.17%
5,350 $799,000
Q2 2021

Jul 14, 2021
SELL
N/A
-144 Reduced 2.34%
6,023 $889,000
Q1 2021

Apr 20, 2021
BUY
N/A
461 Added 8.08%
6,167 $819,000
Q4 2020

Jan 25, 2021
BUY
N/A
790 Added 16.07%
5,706 $741,000
Q3 2020

Oct 08, 2020
BUY
N/A
1,720 Added 53.82%
4,916 $573,000
Q2 2020

Jul 07, 2020
BUY
N/A
2 Added 0.06%
3,196 $333,000
Q1 2020

Apr 15, 2020
SELL
N/A
-433 Reduced 11.94%
3,194 $256,000
Q4 2019

Jan 24, 2020
BUY
N/A
3,627 New
3,627 $332,000

Others Institutions Holding XLK

# of Institutions
2,124
Shares Held
174M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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